SUMMARY

Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies;

•    Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program;

•    Partners with Account Managers and Brokers in marketing and placement of risks;

•    Updates and maintains all manuals, powers of attorneys, etc.;

•    Processes renewals, new bonds, and follows up on bond exonerations;

•    Performs a variety of commercial lines and accounting duties in support of department and agency;

•    Serves as a technical expert and trainer;

•    Assists other team members in resolving complex issues;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate degree or equivalent combination of education and experience

Four (4) or more years related work experience

Must possess a valid Insurance license

Familiar with rating and underwriting guidelines

SKILLS

Excellent verbal and written communication skills

Good leadership, problem solving and time management skills

Advanced analytical skills

Good planning, organizational and prioritization skills

Ability and motivation to work independently

Proficient in Microsoft Office products

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